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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,624 | $27,632+7.2% | $61,452-51.8% | $68,486-56.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -15.46% | -13.24%-2.2pp | 338.96%-354.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $4,821 | $696+592.9% | $1,160+315.8% | $2,597+85.7% |
| Participant deferral / active EE | $1,738 | $1,264+37.6% | $2,125-18.2% | $4,028-56.8% |
| Admin fee / account holder | $222 | $2,010-88.9% | $2,131-89.6% | $5,404-95.9% |